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Portfolio (Quarterly) Guide ↗

WRAPMANAGER INC

· CIK 0001266014
13F Portfolio $320M AUM 150 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 29 Added 85 Reduced 18 Exited
Page 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDW ISHARES TR 84,395.0 $1.8M 0.55% -6K -6.8% $20.84 -2.0%
42 IBDU ISHARES TR 75,858.0 $1.8M 0.55% -6K -7.0% $23.16 -1.1%
43 IBDT ISHARES TR 69,515.0 $1.8M 0.55% -5K -7.1% $25.25 -0.8%
44 IBDX ISHARES TR 69,524.0 $1.8M 0.55% -5K -6.9% $25.19 -2.4%
45 TBLL INVESCO EXCH TRADED FD TR II 15,171.0 $1.6M 0.50% +6K +72.1% $105.57 +0.1%
46 MA MASTERCARD INCORPORATED Financial Services 2,946.0 $1.5M 0.47% -254.0 -7.9% $513.60 +13.1%
47 CSCO CISCO SYS INC Technology 12,841.0 $1.5M 0.47% -564.0 -4.2% $117.46 -6.6%
48 CALI BLACKROCK ETF TRUST II 29,541.0 $1.5M 0.47% NEW $50.53 -0.6%
49 GE GE AEROSPACE Industrials 3,993.0 $1.5M 0.47% $373.73 -11.4%
50 ABBV ABBVIE INC Healthcare 5,605.0 $1.4M 0.44% $251.66 +3.3%
51 XOM EXXON MOBIL CORP Energy 10,181.0 $1.4M 0.44% -636.0 -5.9% $136.72 +20.4%
52 AMAT APPLIED MATLS INC Technology 1,855.0 $1.3M 0.42% NEW $723.00 -38.9%
53 OEF ISHARES TR 3,629.0 $1.3M 0.41% NEW $365.87 +3.3%
54 INTC INTEL CORP Technology 9,025.0 $1.3M 0.39% +535.0 +6.3% $139.63 -36.3%
55 WMT WALMART INC Consumer Defensive 10,513.0 $1.2M 0.37% -547.0 -5.0% $113.27 -6.5%
56 BAC BANK OF AMER CORP Financial Services 20,745.0 $1.2M 0.37% -1K -4.9% $56.98 +8.8%
57 LRCX LAM RESEARCH CORP Technology 2,722.0 $1.2M 0.37% NEW $433.33 -33.0%
58 UNH UNITEDHEALTH GROUP INC Healthcare 2,565.0 $1.1M 0.33% -177.0 -6.5% $415.68 -4.7%
59 RTX RTX CORPORATION Industrials 5,386.0 $1.0M 0.32% -510.0 -8.7% $189.73 +8.1%
60 PM PHILIP MORRIS INTL INC Consumer Defensive 5,484.0 $992K 0.31% +180.0 +3.4% $180.92 +3.4%
Page 3 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.3%
Financial Services 11.3%
Consumer Cyclical 10.6%
Healthcare 9.7%
Communication Services 9.2%
Industrials 5.1%
Consumer Defensive 5.1%
Energy 2.4%
Utilities 1.8%
Basic Materials 0.5%